Lumature Wealth Partners’s Synchrony SYF Stock Holding History

Lumature Wealth Partners’s Portfolio SYF Stock Details SYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$4.14K	Hold	122	–	–	﹤0.01%	346
2023 Q1	$3.55K	Sell	122 -44	-27%	-$1.48K	﹤0.01%	346
2022 Q4	$5.46K	Hold	166	–	–	﹤0.01%	337
2022 Q3	$5K	Sell	166 -12,535	-99%	-$405K	﹤0.01%	351
2022 Q2	$351K	Buy	12,701 +12,467	+5,328%	+$433K	0.16%	101
2022 Q1	$8K	Buy	234 +33	+16%	+$1.38K	﹤0.01%	353
2021 Q4	$9K	Buy	201 +30	+18%	+$1.44K	﹤0.01%	341
2021 Q3	$8K	Buy	171 +85	+99%	+$4.13K	﹤0.01%	350
2021 Q2	$4K	Buy	+86	New	+$3.92K	﹤0.01%	341

Other funds holding SYF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lumature Wealth Partners's SYF Position: Q2 2023 in Review

Lumature Wealth Partners held its Synchrony (SYF) position steady in Q2 2023 at 122 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Lumature Wealth Partners first reported a position in SYF in Q2 2021 and has held it in 9 quarters since. The position peaked at $351K in Q2 2022. 661 funds tracked by Wall St. Rank hold SYF as of Q2 2023.

Lumature Wealth Partners held 122 shares of Synchrony worth $4.14K as of Q2 2023.
Lumature Wealth Partners left its Synchrony share count unchanged in Q2 2023.
Synchrony made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #346 holding.
Lumature Wealth Partners first reported a position in Synchrony in Q2 2021 and has held it in 9 quarters since.
Lumature Wealth Partners's Synchrony position peaked at $351K in Q2 2022.
661 funds tracked by Wall St. Rank held Synchrony as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.